At M Barrington, we’ll work with our clients to determine and then help achieve their long-term personal financial goals. Our focus is to structure your estate assets in a manner that minimizes tax liabilities while maximizing its value to future generations. To help achieve this goal, we’ll work with your attorney and accountant to develop a strategy that strives to meet your objectives with proper legal documentation. We’ll also coordinate this goal with your insurance contracts to provide a sound workable plan. Periodically, we will review your estate plan with you to make sure we are still moving towards accomplishing your long-term objectives.
Our intent is to assure our clients that all prudent steps have been taken to minimize their tax liabilities while keeping pace with their goals and objectives.